Marshall Sterling

Discretionary Portfolio and Fund Management

FCA Regulated Multi-Asset Investment Portfolio, Fund and Wealth Management

Discretionary Investment and Fund Management

Marshall Sterling manages money for a variety of international private, corporate and institutional clients who seek to take advantage of the resources, expertise and insight of our qualified investment advisers and managers. 

As an Authorised Financial Institution, Marshall Sterling operates in accordance with a robust Regulatory framework that provides comfort and peace of mind to our clients and counterparties alike.

We place the protection of client assets and performance of client portfolios at the forefront of our ethos. That’s why we arrange for client assets to be held with a number leading global custodians and manage and monitor performance on a daily basis. 

The Marshall Sterling team have developed their pedigree over decades of exposure within Tier 1 investment banks, hedge funds, asset managers, wealth managers, brokerages and insurance companies and now deliver a blended service to our clients in a personalised  and professional approach.

Marshall Sterling provides access to various tax efficient solutions via a range of routes and vehicles such Stocks and Shares ISAs, as Self Invested Personal Pension’s “SIPPs”, Seed Enterprise Investment Schemes “SEIS” and Enterprise Investment Schemes “EIS”.
Please ask us for more information. 

If you are an Individual Private Client and are

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Elevate Your Investment Offerings with Our Expertise
Providing a suite of managed and model portfolios tailored to meet your investment objectives.
Expertise where and when it counts
A team of investment managers that have spent their life manufacturing successful investment solutions, dedicated to delivering for you!
Your success and peace of mind is our mission
Take comfort that our objective is to deliver you with consistent returns in professional and compliant manner.
If you are an Independent Financial Advisor and are ready to

enhanceYour Business today!

Click here to arrange a call to discuss how we can help
Elevate Your Investment Offerings with Our Expertise
At Marshall Sterling, we provide a comprehensive suite of managed and model portfolios tailored to meet the diverse needs of Private Clients, HNW and UHNW individuals, Corporations, Independent Financial Advisers (IFAs) and their clients. Our service stands out through our unparalleled expertise and client-centric approach.
Investment Expertise at Your Fingertips

Our team of seasoned professionals brings decades of experience from tier 1 investment banks, funds, asset and wealth management firms. We don’t just distribute investments; we’ve spent years manufacturing them. This deep understanding of investment products allows us to:

  • Design portfolios with precision, balancing risk and desired outcomes
  • Offer customised solutions that align perfectly with yours or you clients’ goals
  • Provide insights that go beyond surface-level analysis
Choosing the right solution

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Whether you prefer managed portfolios for active oversight and customisation, or model portfolios for a more standardised approach, we have you covered. Our offerings include:

  • Managed Portfolios: Actively managed by our expert team, allowing for agile adjustments and personalised strategies
  • Model Portfolios: Designed for efficiency and scalability, offering a range of risk-graded, multi-asset solutions

Both options benefit from our sophisticated investment approach, ensuring diversification and effective risk management throughout the investment cycle.

Your Success is Our Priority

We understand that your relationship with your clients is paramount. Our service is designed to strengthen that bond by:

  • Focusing intently on understanding your needs and those of your clients
  • Delivering solutions in a professional, friendly, and clear manner
  • Ensuring reliability and consistency in our service and performance
  • Aiming for long-standing partnerships where you can confidently rely on our expertise
Why Choose Us?
  • Expertise: Benefit from our team’s extensive experience in investment manufacturing and distribution
  • Customisation: Access portfolios that can be tailored to specific client needs
  • Transparency: Gain clear insights into portfolio composition and performance
  • Cost-Effectiveness: Optimise your fee structure while enhancing your investment offerings
  • Compliance Support: Our solutions are designed with regulatory considerations in mind, supporting your FCA compliance obligations
Obtain Peace of Mind when selecting Marshall Sterling as your DFM

  • We understand that entrusting your wealth management to a firm requires more than just expertise, it demands reliability, transparency, and a steadfast commitment to your financial well-being.

    Here’s how we ensure your peace of mind:

    • FCA Authorised: We are directly authorized and regulated by the Financial Conduct Authority (FCA), adhering to the highest standards of financial management and client protection.
    • Reputable Partnerships: Our portfolios are available through select, leading, and financially sound counterparties, including well-established platform wraps, ensuring secure and efficient access to your investments.
    • Client-Centric Focus: Delivering positive outcomes for our clients is at the core of everything we do. Our strategies, decisions, and services are all aligned with this fundamental principle.
    • Transparent Communication: We provide clear, regular reporting and maintain open lines of communication, ensuring you’re always informed about your portfolio’s performance and any market developments.
    • Robust Risk Management: Our comprehensive risk management processes are designed to safeguard your wealth, with continuous monitoring and proactive adjustments to navigate market volatility.

Partner with us to access investment solutions that combine deep market knowledge, tailored strategies, and a commitment to your success. Let’s build a relationship where you can rest assured that we have your and your clients’ best interests at the heart of everything we do.

Please use the form below to indicate your interest

Arrange a call or meeting to discuss your requirements.

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